Maridea Wealth Management

RIASEC Registered
Total AUM
$2B
Discretionary
$1.9B
99% of AUM
Avg account
$322K
Accounts
6,117
Employees
48
Advisory reps
40

Firm details

Headquarters
Brooklyn, New York
CRD number
325523
Registered since
January 31, 2024
Custodians
CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals59.39%
  • HNWI32.06%
  • Pension & Profit Sharing Plans8.54%
  • Corporations / Businesses0.02%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Maridea Wealth Management is an independent RIA organized as an LLC and registered with the SEC in 2024. The firm serves individual and family clients and operates as a capital allocator, sourcing third-party managers in addition to managing client portfolios directly. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Maridea does not describe itself as an active ESG investor and lists industry relationships with other investment advisers, accountants, and insurance companies.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 67%, Exchange Traded Equities 24%, Cash & Cash Equivalents 4%, US Government Bonds 2%, State & Local Bonds 2%, Other 1%67%
  • Public Funds/Mutual Funds67%
  • Exchange Traded Equities24%
  • Cash & Cash Equivalents4%
  • US Government Bonds2%
  • State & Local Bonds2%

Owners & executives

3 of 6
  • Nicholas Crow

    Nicholas Crow

    Chief Operating OfficerCRD 6280566

  • Michael Walsh

    Michael Walsh

    CEOCRD 721648

  • Kenneth Bauso

    Kenneth Bauso

    Chief Investment Officer & Investment AdvisorCRD 3129411

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Contacts

3 of 34
  • Thomas Jacobs

    Thomas Jacobs

    Investment Advisor and Portfolio ManagerCRD 5840128

  • Marc Gagni

    Marc Gagni

    Managing MemberCRD 5898172

  • Misty Marlowe

    Misty Marlowe

    DirectorCRD 4508270

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Brooklyn, NY

Kings

Location

Brooklyn, NY

Headquartered in Brooklyn, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Kings
Address
25 Kent Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth